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Siemens Fonds Invest’s Xcel Energy XEL Stock Holding History

Siemens Fonds Invest’s Portfolio XEL Stock Details XEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.54M Buy
44,132
+274
+0.6% +$21.9K 0.17% 128
2026
Q1 		$3.48M Buy
43,858
+3,123
+8% +$245K 0.2% 124
2025
Q4 		$3.02M Sell
40,735
-8,540
-17% -$674K 0.16% 143
2025
Q3 		$3.97M Buy
49,275
+9,563
+24% +$692K 0.22% 116
2025
Q2 		$2.7M Buy
39,712
+81
+0.2% +$5.62K 0.16% 150
2025
Q1 		$2.81M Sell
39,631
-596
-1% -$40.6K 0.19% 137
2024
Q4 		$2.72M Buy
40,227
+6,017
+18% +$404K 0.18% 141
2024
Q3 		$2.23M Hold
34,210
– – 0.18% 155
2024
Q2 		$1.83M Sell
34,210
-2,236
-6% -$122K 0.14% 173
2024
Q1 		$1.96M Sell
36,446
-235
-0.6% -$13.4K 0.15% 176
2023
Q4 		$2.27M Sell
36,681
-6,455
-15% -$387K 0.19% 157
2023
Q3 		$2.47M Sell
43,136
-5,701
-12% -$343K 0.25% 108
2023
Q2 		$3.02M Sell
48,837
-1,154
-2% -$77K 0.29% 93
2023
Q1 		$3.37M Sell
49,991
-64
-0.1% -$4.32K 0.35% 85
2022
Q4 		$3.51M Sell
50,055
-1,588
-3% -$106K 0.35% 77
2022
Q3 		$3.31M Buy
51,643
+1,173
+2% +$85.4K 0.38% 74
2022
Q2 		$3.57M Sell
50,470
-44
-0.1% -$3.2K 0.38% 69
2022
Q1 		$3.65M Buy
50,514
+1,177
+2% +$80.9K 0.3% 83
2021
Q4 		$3.37M Sell
49,337
-7,389
-13% -$482K 0.22% 104
2021
Q3 		$3.54M Buy
56,726
+1,645
+3% +$111K 0.24% 90
2021
Q2 		$3.63M Sell
55,081
-2,474
-4% -$172K 0.43% 72
2021
Q1 		$3.83M Sell
57,555
-3,743
-6% -$237K 0.37% 84
2020
Q4 		$4.02M Buy
+61,298
New +$4.27M 0.42% 70

Other funds holding XEL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Siemens Fonds Invest's XEL Position: Q2 2026 in Review

Siemens Fonds Invest increased its Xcel Energy (XEL) stake by 0.62% in Q2 2026, buying an estimated $21.9K and bringing the position to 44,132 shares worth $3.54M. The position accounts for 0.17% of the portfolio, ranked #128.

Siemens Fonds Invest first reported a position in XEL in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.02M in Q4 2020. 1,282 funds tracked by Wall St. Rank hold XEL as of Q2 2026.

  • Siemens Fonds Invest held 44,132 shares of Xcel Energy worth $3.54M as of Q2 2026.
  • Siemens Fonds Invest bought 274 Xcel Energy shares in Q2 2026, an estimated $21.9K.
  • Xcel Energy made up 0.17% of Siemens Fonds Invest's portfolio in Q2 2026, its #128 holding.
  • Siemens Fonds Invest first reported a position in Xcel Energy in Q4 2020 and has held it in 23 quarters since.
  • Siemens Fonds Invest's Xcel Energy position peaked at $4.02M in Q4 2020.
  • 1,282 funds tracked by Wall St. Rank held Xcel Energy as of Q2 2026.

Based on Siemens Fonds Invest's 13F filing for Q2 2026, filed 14 Aug 2026.